Tru Independence Asset Management 2’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Tru Independence Asset Management 2’s Portfolio SGOL Stock Details SGOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$713K	Buy	15,987 +1,987	+14%	+$92.3K	0.44%	48
2025 Q4	$575K	Hold	14,000	–	–	0.36%	51
2025 Q3	$515K	Hold	14,000	–	–	0.34%	58
2025 Q2	$442K	Hold	14,000	–	–	0.3%	62
2025 Q1	$417K	Hold	14,000	–	–	0.31%	61
2024 Q4	$351K	Hold	14,000	–	–	0.29%	59
2024 Q3	$352K	Buy	+14,000	New	+$331K	0.3%	55
2023 Q1	$264K	Buy	+14,000	New	+$254K	0.27%	59
2022 Q3	$223K	Buy	+14,000	New	+$232K	0.24%	60

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Tru Independence Asset Management 2's SGOL Position: Q1 2026 in Review

Tru Independence Asset Management 2 increased its abrdn Physical Gold Shares ETF (SGOL) stake by 14% in Q1 2026, buying an estimated $92.3K and bringing the position to 15,987 shares worth $713K. The position accounts for 0.44% of the portfolio, ranked #48.

Tru Independence Asset Management 2 first reported a position in SGOL in Q3 2022 and has held it in 9 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Tru Independence Asset Management 2 held 15,987 shares of abrdn Physical Gold Shares ETF worth $713K as of Q1 2026.
Tru Independence Asset Management 2 bought 1,987 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $92.3K.
abrdn Physical Gold Shares ETF made up 0.44% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #48 holding.
Tru Independence Asset Management 2 first reported a position in abrdn Physical Gold Shares ETF in Q3 2022 and has held it in 9 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.